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M.T.I. Jeff MacKean
Vice-President, Corporate Solutions /Vice-Président, Solutions en Affaires Computershare
Professional Background
M.T.I. Jeff MacKean is a highly regarded professional in the Corporate Securities industry, boasting an impressive 30 years of dedicated experience. His extensive career encompasses a wide spectrum of roles and responsibilities that have shaped him into a leading authority in the sector. Jeff is primarily focused on providing innovative solutions to both new and existing clients, expertly guiding them through the intricate processes of Initial Public Offerings (IPOs), Reverse Takeovers (RTOs), and navigating the complexities that arise once a company becomes publicly listed.
Jeff's multifaceted expertise spans important areas including Transfer Agency services, Governance, Entity Management, and Employee Share and Option Plans (ESPP/SOPs). His role often involves offering comprehensive Trustee services to various clients, establishing him as a trusted advisor known for his problem-solving capabilities and client support. His rich professional experience has allowed him to build solid relationships with a diverse network of professionals in the financial ecosystem, including law firms, investment relations, brokerage, and accounting partners.
As Vice-President of Business Development at Computershare Canada, Jeff has been instrumental in facilitating robust growth and fostering client relationships. His previous roles, such as Assistant Vice President for Business Development in the Quebec and Eastern Region, and Client Relationship Manager, highlight his commitment to enhancing client experience and delivering superior service. Throughout his tenure at Computershare, he has consistently demonstrated a deep understanding of the public markets, ensuring that his clients receive tailored guidance that meets the demands of an ever-evolving regulatory environment.
Education and Achievements
Jeff MacKean's educational background is equally impressive and complements his extensive professional experience. He studied at Acadia University, where he earned a Bachelor of Business Administration (B.B.A.) with specializations in Finance and Accounting. This foundational education has equipped him with a robust understanding of the financial principles that underpin corporate securities and public listings.
Beyond his degree, Jeff has pursued specialized training to enhance his skills. He obtained a Certificate in Selling Skills and Sales Operations from Value Selling Associates, further honing his ability to engage with clients effectively and understand their unique needs. His dedication to continuous education is further evidenced by his distinction as a Member of the Trust Institute (M.T.I.) and his status of Honours in Trust Services from The Institute of Canadian Bankers. Moreover, he completed the IDA course from the Canadian Securities Institute, which solidified his knowledge in investments and securities.
Jeff’s commitment to professional development underscores his belief in the importance of staying at the forefront of industry trends and regulatory requirements, which ultimately benefits his clients as they navigate the complexities of public markets.
Key Achievements
Over three decades in the Corporate Securities industry, Jeff has cultivated a thriving career characterized by a strong reputation and credibility, particularly within the stock transfer sector. His clients commend him for his exceptional customer service skills, earning him recognition as a top-tier representative in an industry where trust and reliability are paramount. Jeff’s focus on problem-solving allows him to provide cost-effective value propositions that benefit his clients in substantive ways.
In addition, Jeff’s strong communication skills—fluent in both English and French—enable him to cater to a broader range of clients, ensuring that language barriers do not hinder effective client relationships. This bilingualism is an asset in a country as diverse as Canada, where effective communication is key to closing deals and establishing rapport.
Jeff has successfully assisted many private and publicly traded companies with equity and debt funding, proving himself as a reliable partner in achieving their financial goals. His extensive network of contacts and his reputation for excellence have made him a sought-after advisor in the world of corporate finance, further testament to his ability to deliver results and drive success for his clients.
In summary, M.T.I. Jeff MacKean stands out as a beacon of knowledge and support in the complex field of Corporate Securities. His multifaceted career, exemplary education, and unyielding dedication to client service position him as a leader who continuously provides value to those he serves. As businesses look to navigate the exciting yet intricate journey of public listing and beyond, Jeff's expertise and guidance are invaluable assets.
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.